About the Episode
Ilona Friedman of CD Wealth Management and her friend Rima Soroka discuss Rima’s experience with finances and budgeting.
Budgeting Case Study: Rima Soroka
More Insights on Budgeting
Article
What portfolio changes are we making to start the second quarter?
April 21, 2022
More leading economic indicators are pointing toward a recession overseas and possibly in the U.S. in the next six to 24 months.
Article
Should investors own bonds in today’s market?
April 7, 2022
With inflation at its hottest level in decades and the Fed raising rates, the U.S. Treasury index had its worst start ever to the year.
Article
What kind of growth can investors expect in 2022?
January 6, 2022
The economy is poised for moderating but above-trend growth. Robust income and accumulated savings leave the consumer in a strong position.